General Investing >> Money Manager Interviews >> September 23, 2016

Customized Portfolio Management Based on Value and Growth at a Reasonable Price

Roberts, Mark
Mark Roberts, RFC, is a Managing Partner and Portfolio Manager for WaterStone Investment Counsel, LLC. He is a graduate of the University of Cincinnati with a bachelor's degree in economics. He also is a graduate of Miami University with a master's degree in economics. Mr. Roberts has been providing investment management advice since 1982. Prior to joining WaterStone Investment Counsel, LLC, he held positions with several Wall Street firms. He is a member of IARFC and holds the Registered Financial Consultant designation. Profile
TWST: Could you please identify yourself?

Mr. Roberts: My name is Mark Roberts. I'm with WaterStone Investment Counsel in Cincinnati, Ohio.

TWST: What's